Each week, we pick a feature to go in depth on. We have so many features, we know it can be overwhelming! This is where you can dive in to one aspect. Curious about a feature? Sign up for either the Tuesday or Wednesday session by RSVPing HERE. This are open to all and will be a demonstration of the feature with a live Q&A.
May 6 & 7: Using Saved Reports for targeted goals
May 13 & 14: Referral Campaigns (Status Dispositions & Workflows)
May 20 & 21: Building Policy Specific Workflows
May 27 & 28: Agent Recruitment & the features you might not know about! (AMS plan feature only)
Previous Featured Feature Recordings: